Google Docs

Acquired · Aug 26

Google Part II: Alphabet

Writely and Sheets showed real-time multi-user editing worked only on the web, a cheap way to pressure Office. Docs, Sheets and Slides each have roughly half a billion to a billion users versus a couple hundred million for Office.

Tips

• Google attacked Microsoft Office with free real-time collaboration, not by matching features▶ 48:09Google has most productivity users, while Microsoft's productivity segment made over $120 billion last year against about $50 billion for all of Google Cloud.